Joel Phillippi (CRD# 362433) is an Investment Advisor Representative working at Valley View Management Company, LLC in Eden Prairie, MN and has over 41 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley View Management, LLC | Eden Prairie, MN | Feb 2003 - Current | 21 |
| Joel J Phillippi Attorney At Law | Eden Prairie, MN | Oct 1997 - Current | 26 |
| Phillippi & Assoc. Inc. | Eden Priairie, MN | Jun 1980 - Current | 43 |
| Retirement Data Services Inc. | Minneapolis, MN | Jun 1979 - Dec 2018 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
| S63 | Uniform Securities State Law Examination | Mar 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- TX
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Total Assets Under Management18MILLIONS
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Total Number of Accounts11ACCOUNTS
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Average Account Value$1,594,296
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN, TX
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